Customer File Screen Shots

The General Tab is the Billing information, notice the Class field PL.. This allows Global Discounting Structures assignments.

AR-History Tab offers easy access to history, you can also double click Invoice number or Refno to view full details.

You can setup un-limited discount structures for each customer. This customer can also be assigned to a Global Discount Structure using the Class field on General Tab so discount structures can be controlled from a central account.

This is the detail discount structure screen for a single structure. This sample is a quantity break discount of 2.5% at 10 or more and 8% at 100 or more. Notice the Accumulative option is turned off so this discount only applies to each item on that order. If Accumulative is turned On, this applies to all items on order. Also notice the Item Type option, it's on Standard Unit, other options are Moulding, Alt Price One, Alt Price Two, Alt Price Three, Alt Square, Custom Frame and Kit.

This is the Aging Tab, you can double click Invoice number for details, you can e-mail this as a Statement.

 

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